401(k) · DOL Form 5500 · 2024

Samalin Investment Counsel, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
39th
Percentile by assets National rank
$708,416
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan · Sponsored by Samalin Investment Counsel, LLC · New York · Finance & Insurance

$4M in assets, 6 participants

Samalin Investment Counsel, LLC's Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,235 in Finance & Insurance (8,549 peers)

Samalin Investment Counsel, LLC multi-year trail

Samalin Investment Counsel, LLC's plans moved +34.6% in assets from 2022 to 2024; this filing shows Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan at $4M / 6 participants.

#2,235
in Finance & Insurance (8,549 peers)
+27.8%
assets growth YoY

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,250,495 39th percentile higher than 39% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan reported net income rose from $167K in the plan year 2023 filing to $925K in the plan year 2024 filing.
  • Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208824391 · Samalin Investment Counsel, LLC PY 2024 · 401(k)

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan · $4M · 6 · 39th

  • SCH $4M
  • SCH 6
  • SCH 39th
  • SCH 401(k)
  • SCH near Outagamie Co-Op Services, Inc. Retirement Savings Plan
  • SCH ind #2235

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Samalin Investment Counsel, LLC 401(k) Profit Sharing PlanSamalin Investment Counsel, …$4MOutagamie Co-Op Services, Inc. Retirement Savings PlanOutagamie Co-Op Services, In…$4MEire Direct Marketing, LLC 401(k) Profit Sharing PlanEire Direct Marketing, LLC 4…$4MCo-Op 401(k) Plan$4MAccurate Recycling, Inc. Profit Sharing 401(k) PlanAccurate Recycling, Inc. Pro…$4M
End-of-year total assets ($M) among Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Samalin Investment Counsel, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Samalin Investment Counsel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.568826788298495% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.16M $4.25M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 6 $4M

Samalin Investment Counsel, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$925K
Employer EIN208824391
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004250495 · Participants: 6Samalin Investment Counsel, LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Outagamie Co-Op Services, Inc. Retirement Savings Plan in WI ($4M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan grew sharply - up 27.8% during 2024, from $3M to $4M. Reported net income was $925K.
How have Samalin Investment Counsel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samalin Investment Counsel, LLC's sponsor-wide assets grew 34.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Outagamie Co-Op Services, Inc. Retirement Savings Plan in WI ($4M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Samalin Investment Counsel, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208824391.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.